Civic Intelligence

Napa Institute Support Foundation

990 • Fiscal year 2016 • EIN 81-1190021

Jan 22, 2016 to Dec 31, 2016 • Filed on Aug 30, 2017

Organization ProfileN/A
2532 Dupont DriveIrvine, CA 92616

(949) 474-7368

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

48th percentile

0.09x

Higher debt load relative to assets than 48% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

45th percentile

0.08x

Higher debt load relative to revenue than 45% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets48th percentile

Assets

$4,123,543

No earlier filing loaded for comparison.

Net Assets

$3,758,743

No earlier filing loaded for comparison.

Liabilities

$364,800

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin97th percentile

Revenue

$4,379,643

No earlier filing loaded for comparison.

Expenses

$620,900

No earlier filing loaded for comparison.

Net Income

$3,758,743

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$10M$0-$10MAssets 2016: $4,123,543Liabilities 2016: $364,800Net Assets 2016: $3,758,7432016Assets 2017: $13,772,637Liabilities 2017: $0Net Assets 2017: $13,772,6372017Assets 2018: $7,978,379Liabilities 2018: $0Net Assets 2018: $7,978,3792018Assets 2019: $5,686,430Liabilities 2019: $2,300,000Net Assets 2019: $3,386,4302019Assets 2020: $5,829,623Liabilities 2020: $2,910,000Net Assets 2020: $2,919,6232020Assets 2021: $19,458,182Liabilities 2021: $4,110,000Net Assets 2021: $15,348,1822021Assets 2022: $7,874,024Liabilities 2022: $3,986,426Net Assets 2022: $3,887,5982022Assets 2023: $6,046,786Liabilities 2023: $4,015,000Net Assets 2023: $2,031,7862023Assets 2024: $4,679,074Liabilities 2024: $6,137,000Net Assets 2024: -$1,457,9262024

Highlighted filing

2016

Assets$4,123,543
Liabilities$364,800
Net Assets$3,758,743
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10M-$20MRevenue 2016: $4,379,643Expenses 2016: $620,900Net Income 2016: $3,758,7432016Revenue 2017: $17,695,758Expenses 2017: $5,912,780Net Income 2017: $11,782,9782017Revenue 2018: -$2,296,390Expenses 2018: $4,504,147Net Income 2018: -$6,800,5372018Revenue 2019: $308,837Expenses 2019: $4,925,786Net Income 2019: -$4,616,9492019Revenue 2020: $1,071,941Expenses 2020: $1,538,748Net Income 2020: -$466,8072020Revenue 2021: $17,196,018Expenses 2021: $4,729,202Net Income 2021: $12,466,8162021Revenue 2022: -$9,335,741Expenses 2022: $2,124,641Net Income 2022: -$11,460,3822022Revenue 2023: $417,062Expenses 2023: $2,272,874Net Income 2023: -$1,855,8122023Revenue 2024: -$812,519Expenses 2024: $2,683,065Net Income 2024: -$3,495,5842024

Highlighted filing

2016

Revenue$4,379,643
Expenses$620,900
Net Income$3,758,743
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 22, 2016 to Dec 31, 2016
Signed
Aug 30, 2017
Return Version
2016v3.0
Gross Receipts
$4,379,643
Mission and Program Overview

Mission

To support independent and church-affiliated organizations which promote the teachings of jesus christ in accordance with the magisterium of the roman catholic church; promote priests and professed religious life; and spread the gospel of jesus christ and promote the catholic faith.

The organization acts as a supporting organization described in irc section 501(c)(3) for certain public charities by making grants to such charitable organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$0$3,758,743▲ $3,758,743
Investments Other Securities-$3,147,933-
Investments in Publicly Traded Securities-$956,577-
Loans From Officers Directors-$364,800-
Cash and Non-Interest-Bearing Accounts$0$19,033▲ $19,033
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$4,123,543▲ $4,123,543
Liabilities
Total Liabilities$0$364,800▲ $364,800
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$3,758,743▲ $3,758,743
Total Liabilities and Net Assets / Fund Balance$0$4,123,543▲ $4,123,543

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,276,120--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Timothy R BuschPresident & Director
D Allen LundDirector
Dennis JilotDirector
Michael a PattersonDirector
Stephan L BuschSecretary & Director
Revenue and Support

Revenue Composition

Contributions and Grants
$4,158,147
Program Service Revenue
$2,707
Investment Income
$218,789
Other Revenue
$0
All Other Contributions
$2,370,380
Change in Net Assets
$3,758,743

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$1,225,730Qualified Appraiser
Total Noncash Contributions1$1,225,730-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$440,766
Other Expenses$152,634
Salaries, Compensation, and Employee Benefits$27,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$440,766--$440,766
Travel-$37,576-$37,576
Other Salaries and Wages-$27,500-$27,500
Fees for Services Legal$13,698--$13,698
Advertising$11,705--$11,705
Office Expenses$3,852$7,766-$11,618
Other Expenses$7,411$3,917-$3,917
All Other Expenses$1,200$585-$1,785
Occupancy-$1,072-$1,072
Information Technology-$568-$568
Total Functional Expenses$541,916$78,984$0$620,900
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Napa InstituteIrvine, CA501(c)(3)Program Support$277,352
Magis Center of Reason and FaithIrvine, CA501(c)(3)Program Support$100,000
Path to Peace FoundationNew York, NY501(c)(3)Program Support$25,000
Junipero Serra High SchoolSan Juan Capistrano, CA501(c)(3)Program Support$15,105
Peninsula FoundationLos Angeles, CA501(c)(3)Program Support$10,000
ST MICHAEL'S ABBEYSilverado, CA501(c)(3)Program Support$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$364,800-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The return is reviewed by the signing officer.”

Form 990, Part VI, Section C, Line 19

“Not generally available to the public. Requests will be considered by the board.”

Filing and Contact Details

Filer

Filer Name
Napa Institute Foundation
EIN
81-1190021
Phone
9494747368
Address
2532 DUPONT DRIVE, IRVINE, CA 92616

Signing Officer

Name
Timothy R Busch
Title
President
Phone
9494747368
Signed
2017-08-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy R Busch
Formed
2016
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
1
Volunteers
0

Preparer

Firm
The Busch Firm
Address
2532 DUPONT DRIVE, IRVINE, CA 92612
Preparer
Gregory Busch
Phone
9494747368
Raw XML AppendixShowing 400 of 459 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE NAPA INSTITUTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1JUNIPERO SERRA HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ST MICHAEL'S ABBEY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3PATH TO PEACE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4MAGIS CENTER OF REASON AND FAITH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5PENINSULA FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0453733093
IRS990ScheduleI/RecipientTable/RecipientEIN1330901351
IRS990ScheduleI/RecipientTable/RecipientEIN2270422871
IRS990ScheduleI/RecipientTable/RecipientEIN3133629516
IRS990ScheduleI/RecipientTable/RecipientEIN4542075888
IRS990ScheduleI/RecipientTable/RecipientEIN5942943240
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02532 DUPONT DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt126351 JUNIPERO SERRA ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt219292 EL TORO RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt325 E 39TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt42532 DUPONT DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5770 S WINDSOR BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0IRVINE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN JUAN CAPISTRANO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SILVERADO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm4IRVINE
IRS990ScheduleI/RecipientTable/USAddress/CityNm5LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092612
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192675
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd292676
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd310016
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd492612
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd590005
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0364800
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0GENERAL OPERATIONS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0364800
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0TIMOTHY BUSCH
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT & DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt0364800
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0PROMISSORY NOTE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0QUALIFIED APPRAISER
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt01225730
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS REVIEWED BY THE SIGNING OFFICER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NOT GENERALLY AVAILABLE TO THE PUBLIC. REQUESTS WILL BE CONSIDERED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NAPA INSTITUTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NAPA INSTITUTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0453733093
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE SUPPORT TO NAPA INSTITUTE, ORANGE CATHOLIC FOUNDATION AND CCFLA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02532 DUPONT DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0IRVINE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092612
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0277325
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt11787767
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV AND AGREEMENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NAPA INSTITUTE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1NAPA INSTITUTE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt04123543
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt04123543
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt04158147
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt078984
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0541916
IRS990/TotalFunctionalExpensesGrp/TotalAmt0620900
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0364800
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0364800
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03758743
IRS990/TotalOtherCompensationAmt00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,123,543
Liabilities
$364,800
Net assets
$3,758,743
Revenue
$4,379,643
Expenses
$620,900
Net income
$3,758,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.68$6.14$1.46$0.81$2.68$3.50
2023Detailed filing. Detailed filing data is available for this year.$6.05$4.02$2.03$0.42$2.27$1.86
2022Detailed filing. Detailed filing data is available for this year.$7.87$3.99$3.89$9.34$2.12$11.5
2021Detailed filing. Detailed filing data is available for this year.$19.5$4.11$15.3$17.2$4.73$12.5
2020Detailed filing. Detailed filing data is available for this year.$5.83$2.91$2.92$1.07$1.54$0.47
2019Detailed filing. Detailed filing data is available for this year.$5.69$2.30$3.39$0.31$4.93$4.62
2018Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$2.30$4.50$6.80
2017Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$17.7$5.91$11.8
2016Detailed filing. Detailed filing data is available for this year.$4.12$0.36$3.76$4.38$0.62$3.76